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J. Goldman & Co’s National Beverage FIZZ Stock Holding History

J. Goldman & Co’s Portfolio FIZZ Stock Details FIZZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-150,000
Closed -$3.83M – 351
2016
Q4 		$3.83M Sell
150,000
-50,000
-25% -$1.23M 0.25% 121
2016
Q3 		$4.41M Buy
+200,000
New +$5.38M 0.25% 120

Other funds holding FIZZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

J. Goldman & Co's FIZZ Position: Q2 2026 in Review

J. Goldman & Co opened a new position in National Beverage (FIZZ) in Q2 2026: 7,105 shares worth $222K. The stake represents 0.01% of the portfolio and ranks #631 among its holdings. This is a return to the name: J. Goldman & Co previously reported a position in FIZZ as recently as Q4 2016.

J. Goldman & Co first reported a position in FIZZ in Q3 2015 and has held it in 7 quarters since. The position peaked at $14.6M in Q3 2016. 258 funds tracked by Wall St. Rank hold FIZZ as of Q2 2026.

  • J. Goldman & Co held 7,105 shares of National Beverage worth $222K as of Q2 2026.
  • National Beverage was a new J. Goldman & Co position in Q2 2026.
  • National Beverage made up 0.01% of J. Goldman & Co's portfolio in Q2 2026, its #631 holding.
  • J. Goldman & Co first reported a position in National Beverage in Q3 2015 and has held it in 7 quarters since.
  • J. Goldman & Co's National Beverage position peaked at $14.6M in Q3 2016.
  • 258 funds tracked by Wall St. Rank held National Beverage as of Q2 2026.

Based on J. Goldman & Co's 13F filing for Q2 2026, filed 14 Aug 2026.